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Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: Wren who wrote (1914)12/4/1998 10:47:00 PM
From: Wolf 2  Read Replies (1) | Respond to of 2346
 
Maybe using Tom's list of ten is the smart thing to do.

...or not. I recall that Tom's top ten earlier this year included Cendant, LSI Logic and a couple more which were chopped in half (or more) by the time we bottomed out in early Oct. The gains since Oct. in his top ten may merely be reflective of the fact that a few of them had farther to recover and have, to a large extent, done so. Just proves that we're all mortal.<gg>

In any event, I believe JD and TM collaborate on these lists though clearly TM spends the lion's share of his time on fundamental research while JD plays the 'elder statesman' role.

Regards,
Wolf



To: Wren who wrote (1914)12/4/1998 11:50:00 PM
From: grawolfe  Read Replies (1) | Respond to of 2346
 
On 10/10 I started a portfolio of Tom's 10 picks; buying $10,000 worth of each stock at the closing price. As of the 12/04 close the
list was up 8.74% with this weighted average.

Grawolfe


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